Retirement Group, LLC Schwab Strategic Tr Us Broad M Transaction History
Retirement Group, LLC
- $268 Million
- Q1 2024
A detailed history of Retirement Group, LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Retirement Group, LLC holds 15,172 shares of SCHB stock, worth $349,259. This represents 0.35% of its overall portfolio holdings.
Number of Shares
15,172
Previous 15,803
3.99%
Holding current value
$349,259
Previous $879,000
5.35%
% of portfolio
0.35%
Previous 0.36%
Shares
18 transactions
Others Institutions Holding SCHB
# of Institutions
1,185Shares Held
189MCall Options Held
172KPut Options Held
20.7K-
Wealthfront Advisers LLC20.6MShares$474 Million4.26% of portfolio
-
Hb Wealth Management, LLC6.51MShares$150 Million1.52% of portfolio
-
Betterment LLC New York, NY6.06MShares$139 Million0.97% of portfolio
-
Rebalance, LLC Palo Alto, CA3.82MShares$88 Million18.64% of portfolio
-
Scs Capital Management LLC Boston, MA3.78MShares$87 Million5.07% of portfolio